Supplemental Insurance Training – Including Short Term, Dental, And Vision

Start Your Supplemental Insurance Training For Insurance Agents

This sales guide goes over all the steps and processes to sell and enroll clients into a Supplemental Insurance plan.

Before You Start Selling…

Make sure you get contracted with Ancillary carriers before you try to sell any plans.

What Is The Sales Process Flow?

Down below is a brief summary of how the Sales Process Flow works. Using this process can take new agents from starting the Ancillary Training to fully trained Ancillary Sales Agents.

Start Training

Get To Know Your Client

✓ Fill Out Client Intake Form and Gather Information
✓ This can help you determine what type of insurance they need whether it be Health, Dental, or Vision.

Get To Know Your Client

✓ Fill Out Client Intake Form and Gather Information
✓ This can help you determine what type of insurance they need whether it be Health, Dental, or Vision.

Process Quote and Go Over Plans

✓ Process A Quote On Whatever Carrier You Land On
✓ View Plans and Prices
✓ Cover Lowest Priced Option,
✓ Then Cover More Coverage Options

Process Quote and Go Over Plans

✓ Process A Quote On Whatever Carrier You Land On
✓ View Plans and Prices
✓ Cover Lowest Priced Option,
✓ Then Cover More Coverage Options

Questions To Ask Client

✓ What are you looking for?
✓ Do you need dental?
✓ Do you have a high deductible health plan?
✓ Do you need vision insurance?

Questions To Ask Client

✓ What are you looking for?
✓ Do you need dental?
✓ Do you have a high deductible health plan?
✓ Do you need vision insurance?

New To Ancillary Sales?

For the Free Ancillary sales guide use the infographic below. It provides all the steps needed to get your Ancillary sales knowledge on the right track.

New To Ancillary Sales?

For the Free Ancillary sales guide use the infographic below. It provides all the steps needed to get your Ancillary sales knowledge on the right track.